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CLBFX vs SIBAX
CLBFX vs SIBAX Comparison
Open Charts CLBFX vs SIBAX
American Funds American Balanced 529F
Price$38.56
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets262.57B
CLBFX vs SIBAX Comparison Chart in %
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CLBFX vs. SIBAX commentary
Nov 24, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Hold and SIBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. SIBAX (73M). CLBFX pays higher dividends than SIBAX: CLBFX (1.86) vs SIBAX (1.37). CLBFX was incepted earlier than SIBAX: CLBFX (23 years) vs SIBAX (32 years). SIBAX (1.11) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (35.11). CLBFX has a lower initial minimum investment than SIBAX: CLBFX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 10.45 vs. CLBFX (8.47). SIBAX (42.21) and CLBFX (41.26) have equivalent 5 years return.
| CLBFX | SIBAX | CLBFX / SIBAX | |
| Total Expense Ratio | 0.67 | 0.91 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 1.11 | 60% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 13.852 | 11.060 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 73M | 360,274% |
| Annual Yield % from dividends | 1.86 | 1.37 | 136% |
| Returns for 1 year | 8.47 | 10.45 | 81% |
| Returns for 3 years | 40.75 | 49.84 | 82% |
| Returns for 5 years | 41.26 | 42.21 | 98% |
| Returns for 10 years | 86.16 | 103.51 | 83% |
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